Get used to busybody clients

As the economy recovers, one challenge will be to keep client greed under control, and work through the process of how best to collaborate on investment decisions.

Cynthia Kett, CA, CGA, RFP, CFP, Stewart & Kett Financial Advisors Inc., has seen some clients who may have been disenchanted with their investment advice come in and say they can do better, or announce they’re going to shift to ETFs and do their own investing. “Then we point out, ‘Even if you do that, you still have to decide which markets to participate in. How are you going to make those decisions?’ ” she says.